ACM
JBTM

Advisors Capital Management’s JBT Marel JBTM Stock Holding History

Advisors Capital Management’s Portfolio JBTM Stock Details JBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,526
Closed -$623K – 336
2019
Q4 		$623K Buy
5,526
+68
+1% +$7.28K 0.03% 236
2019
Q3 		$543K Buy
5,458
+476
+10% +$52.4K 0.03% 221
2019
Q2 		$603K Buy
4,982
+1,052
+27% +$113K 0.04% 210
2019
Q1 		$367K Sell
3,930
-2,196
-36% -$185K 0.02% 228
2018
Q4 		$440K Buy
+6,126
New +$543K 0.03% 223

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advisors Capital Management's JBTM Position: Q1 2020 in Review

Advisors Capital Management sold out of JBT Marel (JBTM) in Q1 2020, closing a stake of 5,526 shares — an estimated $623K sold.

Advisors Capital Management first reported a position in JBTM in Q4 2018 and held it in 5 quarters. The position peaked at $623K in Q4 2019. 229 funds tracked by Wall St. Rank hold JBTM as of Q1 2020.

  • Advisors Capital Management reported no remaining JBT Marel position as of Q1 2020 after selling out during the quarter.
  • Advisors Capital Management sold 5,526 JBT Marel shares in Q1 2020, an estimated $623K.
  • Advisors Capital Management first reported a position in JBT Marel in Q4 2018 and held it in 5 quarters.
  • Advisors Capital Management's JBT Marel position peaked at $623K in Q4 2019.
  • 229 funds tracked by Wall St. Rank held JBT Marel as of Q1 2020.

Based on Advisors Capital Management's 13F filing for Q1 2020, filed 15 May 2020.